Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12K+ 8.71% |
$955K - $1.15M
|
150K
$19.5M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
11.8K+ 37.21% |
$937K - $1.13M
|
43.5K
$5.66M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.8K+ 114.18% |
$934K - $1.13M
|
22.1K
$2.87M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.8K+ 114.18% |
$934K - $1.13M
|
22.1K
$2.87M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.6K+ 38.63% |
$919K - $1.11M
|
41.5K
$5.4M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.3K+ 53.99% |
$898K - $1.09M
|
32.3K
$4.19M
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.8K+ 13.4% |
$860K - $1.04M
|
91.6K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.87K+ 76.84% |
$784K - $947K
|
22.7K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
9.76K+ 2.29% |
$775K - $937K
|
436K
$56.7M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
9.53KNew |
$757K - $915K
|
9.53K
$1.24M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
9.48K+ 10.76% |
$753K - $910K
|
97.6K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.42KNew |
$748K - $904K
|
9.42K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.25K+ 69.57% |
$734K - $888K
|
22.5K
$2.93M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.17KNew |
$728K - $880K
|
9.17K
$1.19M
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
9.04K+ 7.04% |
$718K - $868K
|
137K
$17.9M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.78K+ 22.86% |
$697K - $842K
|
47.2K
$6.13M
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
8.77K+ 7.77% |
$696K - $842K
|
122K
$15.8M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.68KNew |
$689K - $833K
|
8.68K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.59K+ 53.35% |
$682K - $824K
|
24.7K
$3.21M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.55K+ 1.13% |
$679K - $821K
|
763K
$99.2M
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
BUY
|
- |
8.47K+ 145.89% |
$673K - $813K
|
14.3K
$1.86M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 19.74% |
$658K - $795K
|
50.3K
$6.53M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.14K+ 44.95% |
$646K - $781K
|
26.2K
$3.41M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.13K+ 9.1% |
$646K - $780K
|
97.5K
$12.7M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.06K+ 3.8% |
$640K - $773K
|
220K
$28.6M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.02K+ 8.65% |
$637K - $769K
|
101K
$13.1M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.97KNew |
$633K - $764K
|
7.97K
$1.04M
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
7.96K+ 39.44% |
$632K - $763K
|
28.1K
$3.66M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.95K+ 6.01% |
$631K - $763K
|
140K
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.75K+ 29.34% |
$616K - $744K
|
34.2K
$4.44M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
7.64K+ 124.65% |
$607K - $733K
|
13.8K
$1.79M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
7.61K+ 11.14% |
$604K - $730K
|
75.9K
$9.87M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 8.11% |
$600K - $725K
|
101K
$13.1M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.54K+ 5.64% |
$599K - $724K
|
141K
$18.4M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.48K+ 5.84% |
$594K - $718K
|
136K
$17.6M
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.95K+ 15.05% |
$552K - $667K
|
53.1K
$6.91M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.93K+ 3.78% |
$550K - $665K
|
190K
$24.7M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.92K+ 2.6% |
$549K - $664K
|
273K
$35.5M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 4.95% |
$536K - $647K
|
143K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.74K+ 9.76% |
$535K - $647K
|
75.8K
$9.85M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.71K+ 9.04% |
$533K - $644K
|
81K
$10.5M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.64KNew |
$527K - $637K
|
6.64K
$863K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.55K+ 21.81% |
$520K - $628K
|
36.6K
$4.75M
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
6.52K+ 2.41% |
$518K - $626K
|
277K
$36M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.51K+ 31.64% |
$517K - $625K
|
27.1K
$3.52M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.45K+ 16.52% |
$512K - $619K
|
45.4K
$5.91M
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.3K+ 2.39% |
$500K - $605K
|
270K
$35M
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.21KNew |
$493K - $595K
|
6.21K
$807K
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
6.19K+ 36.1% |
$492K - $594K
|
23.3K
$3.03M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.09K+ 2.92% |
$483K - $584K
|
214K
$27.8M
|